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Ishares Tr usa min vo shares owned by Winthrop Capital Management

Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Winthrop Capital Management from 13F filings

Historical chart of Winthrop Capital Management investment in Ishares Tr usa min vo

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr usa min vo held by Winthrop Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr usa min vo by Winthrop Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 118k 91.31
2024-06-30 $9.9M 118k 83.96
2024-03-31 $9.8M 118k 83.58
2023-12-31 $9.2M 117k 78.03

More positions owned by Winthrop Capital Management

Vanguard Information Technology Inf Tech Etf (VGT)
Spdr Portfolio Short Term Corporate Bond Portfolio Short (SPSB)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Ishares Msci Usa Minimum Volatility Etf Msci (USMV)
Vanguard Financials Etf Financials Etf (VFH)
Ishares Core Msci Eafe Core (IEFA)
S&p 500 Index Tr Unit (SPY)
Vanguard Intermediate Corp Bond Etf Int-term Corp (VCIT)
Communications Services Select Sector Spdr Communication (XLC)
Health Care Select Sector Spdr Sbi Healthcare (XLV)
Spdr Portfolio High Yield Bond Etf Portfli High Yld (SPHY)
Nextera Energy (NEE)
Industrial Select Sector Spdr Etf Indl (XLI)
Consumer Discretionary Select Sector Spdr Sbi Cons Discr (XLY)
Sector Spdr Consumer Staples Sbi Cons Stpls (XLP)

View all positions for Winthrop Capital Management

Top funds holding Ishares Tr usa min vo

Morgan Stanley
Bank of America Corporation
Raymond James & Associates
Pnc Financial Services
LPL Financial
BlackRock
BlackRock
Envestnet Asset Management
Alaska Permanent Fund Corp
Wells Fargo & Company
Millburn Ridgefield
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
Catalyst Capital Advisors
Wealth Enhancement Advisory Services

View all funds holding Ishares Tr usa min vo